Create a survey and associate with a Coaching opportunity

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Create a survey for coaches or trainees to assess the training quality. Add a question bank to the survey. Associate the survey with a coaching opportunity to provide feedback when the coach completes the coaching assessment.

    Before you begin

    Role required: sn_coaching.admin

    Procedure

    1. Create a survey to associate with a coaching opportunity.
      Note:
      If you already have a survey that you want to associate with a coaching opportunity, go to the Associate a survey with a coaching opportunity step.
      1. Navigate to All > Coaching > Administration > Survey Designer.
      2. In the Name field, enter the name for the coaching survey.
      3. Select the Configuration tab.
      4. In the Survey Owners field, select Coaching Admin.
      5. In the Description field, enter a description for the survey.
      6. In the Source table field, select Coaching Assessment [sn_coaching_assessment].
      7. In the Duration field, enter the length of time recipients are given to complete the survey.
      8. Select Save.
      For more information on configuring a survey, see Survey Designer Configuration form.
    2. Create a question bank for the survey.
      1. Navigate to All > Surveys > Question Bank.
      2. In the Assessment Metric Categories list, click New.
      3. In the Name field, enter a name for the question bank and then right-click the form header and select Save.
      4. In the Assessment Metrics related list, click New.
      5. In the Survey Question form, enter the name, question, and data type, and select Submit.
      For more information on creating or updating a question bank, see Survey questions.
    3. Associate the question bank with the survey.
      1. Navigate to All > Coaching > Administration > Coaching Surveys.
      2. In the Assessment Metric Types list, select the survey you've created.
      3. In the Metric Categories related list, select New Category from Bank.
      4. Select the question bank you've created and select Add selected.
      5. Select Update.
    4. Associate a survey with a coaching opportunity.
      1. Navigate to All > Coaching > Coaching Opportunities.
      2. Select the Surveys related list.
      3. Do any of the following:
        • To add a survey to be taken by the coach, in the Survey taken by Coach field, using the search icon select the survey.
        • To add a survey to be taken by the trainee, in the Survey taken by Trainee field, using the search icon select the survey.
        For more information on the coaching opportunities, see Define trigger conditions for a coaching opportunity.